Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
24
$75.38 - $119.76 $1.81K - $2.87K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
84
$28.46 - $69.01 $2.39K - $5.8K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2020 Filed on Apr 22, 2020
105
$96.7 - $102.1 $10.2K - $10.7K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2020 Filed on Apr 22, 2020
82
$136.74 - $171.29 $11.2K - $14K
IEF
Ishares Barclays

ETFs
Q1 2020 Filed on Apr 22, 2020
4,212
$110.73 - $121.48 $466K - $512K
FXI
Ishares Tr

ETFs
Q1 2020 Filed on Apr 22, 2020
1,180
$33.91 - $45.28 $40K - $53.4K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2020 Filed on Apr 22, 2020
150
$31.74 - $50.24 $4.76K - $7.54K
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q1 2020 Filed on Apr 22, 2020
609
$22.29 - $32.88 $13.6K - $20K
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
147
$51.5 - $70.89 $7.57K - $10.4K
EWG
Ishares Msci Germany ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
4,264
$18.03 - $29.88 $76.9K - $127K
EPP
Ishares Inc

ETFs
Q1 2020 Filed on Apr 22, 2020
2,000
$29.21 - $48.12 $58.4K - $96.2K
IYR
Ishares Tr

ETFs
Q1 2020 Filed on Apr 22, 2020
603
$57.84 - $100.28 $34.9K - $60.5K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
11,691
$25.99 - $28.27 $304K - $331K
GHYG
Ishares Incus & Intl High Yiel

ETFs
Q1 2020 Filed on Apr 22, 2020
9,543
$36.11 - $50.06 $345K - $478K
JHX
James Hardie Industries PLC

Basic Materials
Q1 2020 Filed on Apr 22, 2020
326
$9.46 - $21.88 $3.08K - $7.13K
Jp Morgan Exchange Traded
Q1 2020 Filed on Apr 22, 2020
13,636
N/A
PHG
Koninklijke Philips Nv

Healthcare
Q1 2020 Filed on Apr 22, 2020
34
$31.86 - $50.42 $1.08K - $1.71K
Line Corp
Q1 2020 Filed on Apr 22, 2020
59
N/A
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2020 Filed on Apr 22, 2020
30
$34.9 - $93.86 $1.05K - $2.82K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
115
$4.81 - $18.1 $553 - $2.08K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
2,578
$3.42 - $5.45 $8.82K - $14.1K
MFG
Mizuho Financial Group Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
2,959
$2.0 - $3.11 $5.92K - $9.2K
NGG
National Grid PLC

Utilities
Q1 2020 Filed on Apr 22, 2020
140
$45.35 - $68.75 $6.35K - $9.63K
NICE
Nice Ltd.

Technology
Q1 2020 Filed on Apr 22, 2020
28
$117.47 - $181.36 $3.29K - $5.08K
NLSN
Nielsen Holdings PLC

Industrials
Q1 2020 Filed on Apr 22, 2020
83
$11.94 - $22.25 $991 - $1.85K
NMR
Nomura Holdings Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
1,656
$3.6 - $5.39 $5.96K - $8.93K
GEN
Gen Digital Inc Com
Q1 2020 Filed on Apr 22, 2020
103
N/A
ORAN
Orange

Communication Services
Q1 2020 Filed on Apr 22, 2020
394
$10.25 - $14.79 $4.04K - $5.83K
IX
Orix Corp

Financial Services
Q1 2020 Filed on Apr 22, 2020
110
$52.79 - $89.14 $5.81K - $9.81K
PRGO
Perrigo CO PLC

Healthcare
Q1 2020 Filed on Apr 22, 2020
45
$40.66 - $60.8 $1.83K - $2.74K
PUK
Prudential PLC

Financial Services
Q1 2020 Filed on Apr 22, 2020
134
$15.98 - $37.7 $2.14K - $5.05K
REG
Regency Centers Corp

Real Estate
Q1 2020 Filed on Apr 22, 2020
32
$34.88 - $64.24 $1.12K - $2.06K
RELX
Relx PLC

Communication Services
Q1 2020 Filed on Apr 22, 2020
263
$16.92 - $27.18 $4.45K - $7.15K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 22, 2020
469
$20.14 - $55.75 $9.45K - $26.1K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
635
$53.09 - $59.55 $33.7K - $37.8K
SONY
Sony Group Corp

Technology
Q1 2020 Filed on Apr 22, 2020
199
$51.68 - $73.0 $10.3K - $14.5K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2020 Filed on Apr 22, 2020
5,372
$43.92 - $49.69 $236K - $267K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2020 Filed on Apr 22, 2020
711
$27.48 - $31.14 $19.5K - $22.1K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
2
$24.36 - $64.1 $48.7 - $128
STM
St Microelectronics N.V.

Technology
Q1 2020 Filed on Apr 22, 2020
227
$15.86 - $31.77 $3.6K - $7.21K
TEL
Te Connectivity Ltd.

Technology
Q1 2020 Filed on Apr 22, 2020
47
$53.08 - $100.37 $2.49K - $4.72K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
5,020
$39.2 - $52.09 $197K - $261K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on Apr 22, 2020
617
$35.86 - $54.78 $22.1K - $33.8K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2020 Filed on Apr 22, 2020
105
$48.55 - $70.86 $5.1K - $7.44K
WAT
Waters Corp

Healthcare
Q1 2020 Filed on Apr 22, 2020
10
$162.36 - $244.09 $1.62K - $2.44K
WIX
Wix.Com Ltd.

Technology
Q1 2020 Filed on Apr 22, 2020
8
$81.5 - $155.24 $652 - $1.24K
WPP
Wpp PLC

Communication Services
Q1 2020 Filed on Apr 22, 2020
62
$27.75 - $70.24 $1.72K - $4.35K
Credit Suisse Ag Nassau Brh
Q4 2019 Filed on Feb 03, 2020
1,300
N/A
DVY
Ishares Tr

ETFs
Q4 2019 Filed on Feb 03, 2020
0
$98.25 - $105.76 $0 - $0
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